SHJ
THRO

Sharkey, Howes & Javer’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Sharkey, Howes & Javer’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Sell
372,847
-144,781
-28% -$5.99M 1.94% 17
2026
Q1 		$18.7M Buy
517,628
+19,996
+4% +$762K 2.53% 12
2025
Q4 		$19.2M Buy
497,632
+39,000
+9% +$1.49M 2.44% 11
2025
Q3 		$17.4M Buy
458,632
+11,148
+2% +$408K 2.23% 13
2025
Q2 		$15.9M Buy
447,484
+379,664
+560% +$12.5M 2.13% 12
2025
Q1 		$2.15M Buy
+67,820
New +$2.28M 0.31% 61

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sharkey, Howes & Javer's THRO Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 28% in Q2 2026, selling an estimated $5.99M and leaving 372,847 shares worth $16.1M. The position accounts for 1.94% of the portfolio, ranked #17.

Sharkey, Howes & Javer first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.2M in Q4 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Sharkey, Howes & Javer held 372,847 shares of iShares U.S. Thematic Rotation Active ETF worth $16.1M as of Q2 2026.
  • Sharkey, Howes & Javer sold 144,781 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $5.99M.
  • iShares U.S. Thematic Rotation Active ETF made up 1.94% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #17 holding.
  • Sharkey, Howes & Javer first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Sharkey, Howes & Javer's iShares U.S. Thematic Rotation Active ETF position peaked at $19.2M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.